Cost categories

Cost categories group the costs on your jobs. Each category has a name and a color.

Cost categories are separate from item categories in Services & Materials and from tags.

Add a cost category

1. Select the gear icon in the top header, then select Jobs > Cost categories.
2. Select New cost category.
3. Enter a name and choose a color.
4. Select Update.

Edit a cost category

1. Select Jobs > Cost categories.
2. Change the category’s name or color.
3. Select Update.

Delete a cost category

1. Select Jobs > Cost categories.
2. Select the delete icon on the category’s row.
3. Select Update.

To undo changes you haven’t saved, select Discard changes.

Related articles

• Job finances
• Job settings